"I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance."
Gregory Walker

Gregory Walker

"I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance."
About Gregory Walker

Welcome

I work with a diverse group of clients, from high-net-worth individuals to business owners, each with their own individualized financial objectives and risk tolerance. My full-service financial advisory practice is founded upon the core values of rigorous analysis, investment discipline and a customer-centric approach. I bring a dedicated work ethic to help identify promising companies and industries, striving to push beyond the transactional, and tap a reservoir of research on business sectors and global economic conditions to help determine the opportune time not just to buy, but to sell. Communication is a key component of my holistic approach, and I believe that success is measured beyond returns—I endeavor to be sensitive to each client's situation, and bring transparency and clarity to investment decisions.
My ultimate investment objective is this: to do what is right for my clients and keep them always informed.

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Insights

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
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